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Goosehead Insurance

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
101
Citigroup
New York
$68K -$4.59K -100 -7%
US Bancorp
102
US Bancorp
Minnesota
$68K +$18.4K +400 +41%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$49K +$2.71K +59 +6%
AIP
104
Ameritas Investment Partners
Nebraska
$47K – – –
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$20K – – –
TRCT
106
Tower Research Capital (TRC)
New York
$15K +$13.5K +294 New
DWA
107
Dorsey Wright & Associates
California
$14K – – –
CFA
108
Carroll Financial Associates
North Carolina
$11K – – –
SPIA
109
Steward Partners Investment Advisory
New York
$7K +$1.61K +35 +28%
CCA
110
Catalyst Capital Advisors
New York
$5K +$1.79K +39 +66%
CFB
111
Cullen/Frost Bankers
Texas
$4K +$3.31K +72 New
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$3K -$4.23K -92 -61%
WCG
113
Weaver Consulting Group
California
$2K – – –
IA
114
IFP Advisors
Florida
$2K +$2.3K +50 New
PP
115
Prudential plc
United Kingdom
– -$399K -8,313 Closed
WG
116
Winton Group
United Kingdom
– -$356K -7,452 Closed
HW
117
Hancock Whitney
Mississippi
– -$316K -6,614 Closed
PI
118
PEAK6 Investments
Illinois
– -$305K -6,371 Closed
ACS
119
Archford Capital Strategies
Illinois
– -$72K -1,500 Closed
FIA
120
FNY Investment Advisers
New York
– -$57K -1,200 Closed
BCI
121
Brinker Capital Investments
Pennsylvania
– -$24K -493 Closed
Federated Hermes
122
Federated Hermes
Pennsylvania
– -$5K -95 Closed
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
– -$4K -74 Closed